How to Manage Your CMA Report

in Working with Clients & Contacts in Matrix

How to Manage Your CMA Report 

*Remember: CRMLS Matrix will delete any unmodified CMA that is over 180 days or older.*

Step 1:  The Comparitive Market Analysis (CMA) reports created in Matrix are stored and managed under My Matrix tab and Contacts. Click on CMA's to open list of Saved CMAs.

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Step 2:  To open each CMA, click the CMA name or the triangle next to it. From there you have the following options:

  • Edit CMA – This option gives the ability to Remove or Search for Additional Comparables.
  • View CMA – This option gives the ability to open and Preview CMA.
  • Email CMA – Opens screen to Email selected CMA to client.
  • Delete CMA – Once you no longer need the CMA delete from list.    

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Step 3:  At the bottom of the screen are the options to Start a New CMA, Copy the Selected CMA or Delete the Selected CMA.

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